Position in KO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$75,576,436
+$7,772,825 QoQ
Shares Held
993,773
+2.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Evelyn Partners Investment Management LLP holds $82,345,515 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (91.8% of the industry book) .
All Filings in KO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,576,436 | 993,773 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $67,803,611 | 969,870 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $57,716,439 | 870,272 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $54,965,887 | 776,903 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $53,750,595 | 750,497 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $45,136,134 | 724,962 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||